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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2026 | Present |
| Morgan Stanley | New York | MD | 06/2025 | 08/2025 |
| Fs Investments | Philadelphia | PA | 06/2024 | 08/2024 |
| University Of Pennsylvania Hospitality Services | Philadelphia | PA | 05/2023 | 08/2023 |
| We Uplift The World Foundation | Los Angeles | CA | 06/2022 | 08/2022 |
| Gonzaga College High School | Washington, Dc | DC | 08/2018 | 06/2022 |
| Landon School | Bethesda | MD | 08/2015 | 06/2018 |
| University Of Pennsylvania | Philadelphia | PA | 08/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-28 |
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